About Ameriprise Financial

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan?s business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.

Chartered Retirement Planning Counselor, Series 6,7,65, 63. Grauduated Cum Laude with Finance degree from the University of Florida

Q.

What is your approach to financial planning?

My approach is first and foremost to find out what the clients goals and expectations are. Then to design and implement strategies that will help the client reach their goals in the most efficient manner

LPL is the largest independent private ealth management firm so there are too many to list

Q.

How do you charge for your services?

Fee, commission, hourly rate, depends on clients preference

Q.

Do you provide a free initial consultation?

Yes

Q.

Why should I choose you as my financial advisor?

LPL's independent structure allows me to put clients interests first, no conflicts of interest when I recommend solutions. I am dedicated to providing my clients with unparaleled service and communication as well as cutting edge investment solutions. Relaxed approach no selling or pushing products. My ultimate job is to help you make an informed decision that you are 100% comfortable with.